Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,697 institutions that hold shares in the stock, with a total of 8.8 Billion shares, which have been reported (via 13F filing form) to have a value of $2.07 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
120,000
shares
|
$28.2 Million
1.43% of portfolio
|
Q3 2022
Reduced 7.69%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Nov 07, 2024 Q3 2024 |
119,973
shares
|
$28.2 Million
2.74% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
119,879
shares
|
$28.2 Million
2.74% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
119,862
shares
|
$28.2 Million
4.6% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
119,779
shares
|
$28.1 Million
0.24% of portfolio
|
Q3 2024
Added 837.16%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
119,637
shares
|
$28.1 Million
0.13% of portfolio
|
Q4 2022
Added 25.52%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
119,607
shares
|
$28.1 Million
5.74% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
119,575
shares
|
$28.1 Million
4.72% of portfolio
|
Q3 2024
Added 9119.35%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
119,376
shares
|
$28 Million
5.02% of portfolio
|
Q3 2024
Reduced 16.99%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
119,299
shares
|
$28 Million
5.69% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
119,158
shares
|
$28 Million
6.75% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
119,037
shares
|
$28 Million
9.79% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Oct 08, 2024 Q3 2024 |
118,888
shares
|
$27.9 Million
3.45% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
118,630
shares
|
$27.9 Million
19.79% of portfolio
|
Q3 2024
Added 35.06%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
118,476
shares
|
$27.8 Million
2.94% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
118,449
shares
|
$27.8 Million
4.84% of portfolio
|
Q3 2024
Reduced 34.76%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
118,424
shares
|
$27.8 Million
1.77% of portfolio
|
Q3 2021
Added 4.94%
|
|
|
Valicenti Advisory Services Inc
|
Oct 23, 2024 Q3 2024 |
118,204
shares
|
$27.8 Million
7.07% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
118,197
shares
|
$27.8 Million
3.45% of portfolio
|
Q3 2024
Reduced 20.87%
|
|
|
Wells Trecaso Financial Group, LLC
|
Oct 24, 2024 Q3 2024 |
118,158
shares
|
$27.8 Million
9.06% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
118,047
shares
|
$27.7 Million
5.59% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
118,009
shares
|
$27.7 Million
0.9% of portfolio
|
Q3 2024
Reduced 12.06%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
117,896
shares
|
$27.7 Million
5.53% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
117,859
shares
|
$27.7 Million
6.34% of portfolio
|
Q2 2022
Reduced 3.72%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
117,720
shares
|
$27.7 Million
1.17% of portfolio
|
Q3 2024
Reduced 1.55%
|